Improvements to Public sector Role Centers and business intelligence content

The following Public sector Role Centers were updated: Accounts Receivable Administrator, Finance Director, Accounting Manager, and Accountant. You can now categorize Role Centers by the type of role: Strategic, Tactical, or Operational. The key performance indicators (KPIs) and organization performance indicators on Role Centers can now be easily modified, and can report variances and percentage of goal measurements. Chart rendering was improved, and an organization performance indicator to track the spendable balance by fund was added.

Budget analysis inquiry (Public sector)

In Microsoft Dynamics AX 2012 R2, public sector customers can display revenues and expenditures by financial dimension, by using a combination of data from budget register entries, the general ledger, and budget control. Revised budgets, actual expenditures, encumbrances, pre-encumbrances, and a discrete breakout of carry-forward amounts are available. Detail transactions can be displayed for a selected financial dimension for each budgeted amount, such as the original budget or revisions.

The primary address of the organization no longer has to be in France if you want to use the French public sector accounting rules. Instead, you must select the Use French public sector accounting rules check box in the Budget parameters form. Organizations that don’t use French public sector accounting rules should disable the French regulatory license configuration key (under the Public Sector license configuration key). By disabling this license configuration key, you remove any unusable menu items when the Use French public sector accounting rules check box is cleared.

In versions of Microsoft Dynamics AX 2012 before cumulative update 7, only the Public Sector configuration key must be selected. However, the primary address of the legal entity must be in France.

Dispose of fixed assets

You can now dispose of more than one fixed asset at the same time. This feature saves time and reduces the risk of errors.

Creating one or more one-time vendor accounts at the same time as creating invoices for those vendors

When approval or a contract in the form of a purchase order is not required, you can quickly create invoices at the same time as creating records for the vendors. You can generate an account for a vendor directly from the Invoice form. You can also import a CSV-formatted file of information for multiple one-time vendors and corresponding invoices, and create vendor accounts and accompanying invoices.

General budget reservations are documents often used by public sector entities to set aside or reserve budgeted funds so that they are not available for other purposes. Typically these reservations are made before any vendors have been selected for the purchase.

For public sector, you can create a specific workflow for approving general budget reservations, and add a general budget reservation task to a purchase requisition workflow. For more information, see the following topics: